Case Docket

Case Number: 320657  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : JACKSON, SHERWIN S.
AKA :


Date Code Description Reference Receipt Cost
12/20/78 6.0 Inventory 3599.15 .00
04/08/88 15.5 Entry Appointing Guardian, Letter of .00
Authority
Witten, Ruth (fidy)
04/08/88 4.2 Fiduciary's Bond 40000.00 .00
OH Farmers
01/09/91 1ae Entry Increasing Bond 6000.00 .00
Oh Farmers
Palm-Miller
05/21/93 22n Guardian's Report .00
05/21/93 soe Statement of Expert Evaluation .00
08/25/94 13a Fiduciary's Partial Account 04 .00
08/25/94 13.1 Receipts and Disbursements .00
08/25/94 13.2 Assets Remaining in Fiduciary's Hands 243.80 .00
10/06/94 13h Judgment Entry Approving Partial Account 04 .00
Witten, Ruth (fidy)
05/25/95 mcc All Entries Filed Prior to April 1, 1994 .00
Should be Referenced From the Hard
Dockets
05/30/95 16k Notice to file Biennial Report 0000411 1.00
07/27/95 13k Notice to file Account 0000411 1.00
08/07/95 16m Citation to file Biennial report sent to guar 5.00
08/17/95 cs Certified Mail Sent R. Witten 3.00
08/17/95 cs Certified Mail Sent J. Burns 3.00
08/23/95 cr Certified Mail Returned 08/21/95 .00
From John Burns
08/24/95 cr Certified Mail Returned R. Witten .00
08/30/95 13m Citation to file Account sent to fidy 5.00
09/13/95 cs Certified Mail Sent R. Witten 3.00
09/13/95 cs Certified Mail Sent J. Burns 3.00
09/21/95 cr Certified Mail Returned J. Burns .00
09/22/95 22n Guardian's Report 5.00
09/22/95 soe Statement of Expert Evaluation .00
09/22/95 Receipt 033649 29.00
09/25/95 cr Certified Mail Returned R. Witten .00
09/28/95 13a Fiduciary's Partial Account 05 28.00
(6) extra pages
09/28/95 13.1 Receipts and Disbursements .00
09/28/95 13.2 Assets Remaining in Fiduciary's Hands 39.38 .00
09/28/95 Receipt 034059 28.00
09/29/95 13e Entry Setting Hearing on Account .00
09/29/95 13e Entry Setting Hearing on Account .00
11/09/95 13h Judgment entry approving partial account .00
11/22/95 1ca Application for Attorney Fees 5.00
11/22/95 1cb Entry Approving Attorney Fees 5.00
11/22/95 fee schedule .00
11/22/95 1cd Application for Fiduciary Fees 5.00
11/22/95 1ce Entry Approving Fiduciary Fees 5.00
11/22/95 fee schedule .00
11/22/95 Receipt 037411 20.00
03/06/96 ci PHYSICAL INVENTORY .00
09/03/96 13k Notice to file Account 0000411 1.00
10/08/96 13m Citation to file Account sent to fidy 5.00
10/15/96 cs Certified Mail Sent 3.00
- John Burns Z 904 253 666
10/15/96 cs Certified Mail Sent 3.00
- Ruth Witten Z 904 253 667
10/23/96 cr Certified Mail Returned .00
- Ruth Witten Z 904 253 667
10/23/96 cr Certified Mail Returned .00
- John Burns Z 904 253 666
10/28/96 13a Fiduciary's Partial Account 06 26.00
4 extra pages
10/28/96 13.1 Receipts and Disbursements .00
10/28/96 13.2 Assets Remaining in Fiduciary's Hands 83.95 .00
10/28/96 Receipt 058443 38.00
10/29/96 13e Entry Setting Hearing on Account .00
12/09/96 13h Judgment entry approving partial account .00
12/09/96 13h Judgment entry approving partial account .00
07/23/97 ci PHYSICAL INVENTORY .00
08/25/97 16k Notice to file Biennial Report 0000411 1.00
09/30/97 13k Notice to file Account 0000411 1.00
10/22/97 14.a Application to Extend Time to File .00
Report
10/22/97 14.8 Entry Extending Time to File Report/ 11/10/1997 5.00
Extending Hearing
10/23/97 Receipt 081244 7.00
10/29/97 13n Application to Extend Time to File .00
Account
10/29/97 13o Entry Extending Time to File Account 11/10/1997 5.00
10/30/97 Receipt 081720 5.00
11/10/97 13n Application to Extend Time to File .00
Account
11/10/97 13o Entry Extending Time to File Account 12/12/1997 5.00
11/10/97 Receipt 082431 5.00
11/13/97 Citation to file Biennial report sent to guar .00
- vacated - blb
11/19/97 Certified Mail Sent z 904260326 .00
Ruth L Witten
- vacated - blb
11/19/97 Certified Mail Sent z 904260325 .00
John A Burns
- vacated - blb
11/24/97 v ENTRY VACATING PRIOR ORDER 0000411 .00
Certificate of Service to:
- John A. Burns
- Ruth L. Witten
11/26/97 cr Certified Mail Returned Z 904260325 .00
- John A Burns
12/10/97 cr Certified Mail Returned Z 904260326 .00
- Ruth Witten
12/12/97 22n Guardian's Report 5.00
12/12/97 soe Statement of Expert Evaluation .00
12/12/97 13n Application to Extend Time to File .00
Account
12/12/97 13o Entry Extending Time to File Account 01/09/1998 5.00
12/12/97 Receipt 084448 10.00
01/26/98 13m Citation to file Account sent to fidy 5.00
02/03/98 cs Certified Mail Sent Z 904260917 3.00
R Witten
02/03/98 cs Certified Mail Sent Z 904260916 3.00
J Burns
02/09/98 cr Certified Mail Returned Z 904260916 .00
- John A Burns
02/12/98 cr Certified Mail Returned Z 904260917 .00
- Ruth L Witten
03/05/98 13a Fiduciary's Partial Account 07 22.00
03/05/98 ex Extra Pages- 3 3.00
03/05/98 13.1 Receipts and Disbursements .00
03/05/98 13.2 Assets Remaining in Fiduciary's Hands 325.74 .00
03/05/98 1ae Entry Increasing Bond 12000.00 5.00
Oh Farmers
Palm-Miller
L Nugen
03/05/98 4.2 Fiduciary's Bond 58000.00 .00
Oh Farmers
Palm-Miller
L Nugen
03/05/98 Receipt 089260 41.00
03/06/98 13e Entry Setting Hearing on Account .00
04/16/98 13h Judgment entry approving partial account .00
06/25/98 ci PHYSICAL INVENTORY .00
02/11/99 13k Notice to file Account 0000411 1.00
03/17/99 13m Citation to file Account sent to fidy 5.00
04/01/99 cs Certified Mail Sent z 904269291 3.00
John A Burns
04/01/99 cs Certified Mail Sent z 904269292 3.00
Ruth L Witten
04/06/99 cr Certified Mail Returned z 904269292 .00
Ruth L Witten
z 904269291
John A Burns
04/19/99 l LETTER:...to Court from Ruth Witten .00
(4 pgs)
05/12/99 sc Substitution of Counsel 0002860 .00
05/12/99 13a Fiduciary's Partial Account 08 22.00
05/12/99 13.1 Receipts and Disbursements .00
05/12/99 13.2 Assets Remaining in Fiduciary's Hands 59.01 .00
05/12/99 cc Certified Copy 4.00
05/12/99 Receipt 116501 38.00
05/13/99 13e Entry Setting Hearing on Account .00
06/23/99 13h Judgment entry approving partial account .00
11/16/99 16k Notice to file Biennial Report 0002860 1.00
01/13/00 14.a Application to Extend Time to File .00
Report
01/13/00 14.8 Entry Extending Time to File Report/ 02/15/2000 5.00
Extending Hearing
01/13/00 Receipt 132185 6.00
01/28/00 22n Guardian's Report 5.00
01/28/00 soe Statement of Expert Evaluation .00
01/28/00 app Application To dispense With Subsequent .00
Statements of Expert Evaluation
01/28/00 e Entry approving application 5.00
01/28/00 c Copy .10
01/28/00 Receipt 133097 10.10
01/28/00 17.1e Entry Dispensing with the Filing of .00
Subsequent Statements of Expert
Evaluation
04/13/00 13k Notice to file Account 0002860 1.00
05/11/00 13n Application to Extend Time to File .00
Account
05/11/00 13o Entry Extending Time to File Account 06/16/2000 5.00
05/11/00 Receipt 140197 6.00
06/05/00 ci PHYSICAL INVENTORY .00
06/13/00 13n Application to Extend Time to File .00
Account
06/13/00 13o Entry Extending Time to File Account 07/31/2000 5.00
06/13/00 Receipt 142239 5.00
08/01/00 13m Citation to file Account sent to fidy 5.00
08/02/00 cs Certified Mail Sent z 904259704 3.00
Ruth L Witten
08/02/00 cs Certified Mail Sent z 904259705 3.00
Michael S Marlin
08/11/00 cr Certified Mail Returned .00
- Ruth L. Witten Z 904259704
08/14/00 cr Certified Mail Returned .00
- Michael S. Marlin Z 904259705
09/28/00 8ac Entry Continuing Citation Hearing For 10/26/2000 5.00
Account
10/26/00 13a Fiduciary's Partial Account 09 22.00
10/26/00 13.1 Receipts and Disbursements .00
10/26/00 13.2 Assets Remaining in Fiduciary's Hands 665.00 .00
10/26/00 Receipt 150648 38.00
10/27/00 13e Entry Setting Hearing on Account .00
12/07/00 13h Judgment entry approving partial account .00
05/21/01 ci PHYSICAL INVENTORY .00
09/12/01 sn ***************SEE NOTES*************** .00
10/03/01 13k Notice to file Account 0002860 1.00
11/02/01 13n Application to Extend Time to File .00
Account
11/02/01 13o Entry Extending Time to File Account 01/04/2002 5.00
01/03/02 13n Application to Extend Time to File .00
Account
01/03/02 13o Entry Extending Time to File Account 02/01/2002 5.00
01/04/02 16k Notice to file Biennial Report 0002860 1.00
02/06/02 13m Citation to file Account sent to fidy 5.00
02/07/02 cs Certified Mail Sent 132765 4.00
Ruth L Witten
02/07/02 cs Certified Mail Sent 132772 4.00
Michael S Marlin
02/21/02 cr Certified Mail Returned .00
Ruth L.Witten 132765
03/08/02 16m Citation to file Biennial report sent to guar 5.00
03/12/02 cs Certified Mail Sent 136473 4.00
Ruth L Witten
03/12/02 cs Certified Mail Sent 136480 4.00
Michael S Marlin
03/12/02 13a Fiduciary's Partial Account 10 22.00
03/12/02 13.1 Receipts and Disbursements .00
03/12/02 13.2 Assets Remaining in Fiduciary's Hands 426.71 .00
03/12/02 ex Extra Pages 6.00
03/12/02 22n Guardian's Report 5.00
03/12/02 Receipt 180254 71.00
03/13/02 13e Entry Setting Hearing on Account .00
03/20/02 cr Certified Mail Returned .00
Ruth L.Witten 136473
03/20/02 cr Certified Mail Returned .00
Michael S.Marlin 136480
04/23/02 13h Judgment entry approving partial account .00
02/14/03 13k Notice to file Account 0002860 1.00
03/12/03 ci PHYSICAL INVENTORY - 2002 .00
03/18/03 13m Citation to file Account sent to fidy 5.00
03/20/03 cs Certified Mail Sent 173379 4.50
Ruth L Witten
03/20/03 cs Certified Mail Sent 173386 4.50
Michael S Marlin
03/27/03 cr Certified Mail Returned 173379 .00
complete-Ruth Whitten
04/25/03 13a Fiduciary's Partial Account 11 22.00
04/25/03 13.1 Receipts and Disbursements .00
04/25/03 13.2 Assets Remaining in Fiduciary's Hands 198.45 .00
04/25/03 ex Extra Pages 3.00
04/25/03 1ae Entry Increasing Bond 29000.00 5.00
OhioFarmers
04/25/03 4.2 Fiduciary's Bond/Ohio Farmers Ins. Co. 29000.00 .00
Patricia Bailey OhioFarmers
SEE STAT ONLY/BOND SHOULD BE - 87000.00
04/25/03 Receipt 204178 55.00
04/25/03 15a Application for Authority to Expend 10.00
Funds
04/25/03 15b Entry Authorizing Expenditure of Funds 5.00
04/25/03 Void Receipt 204178 55.00
04/25/03 Receipt 204179 60.00
04/25/03 4.2 STAT ONLY 87000.00 .00
OH Farm)
04/28/03 13e Entry Setting Hearing on Account .00
06/09/03 13h Judgment entry approving partial account .00
12/08/03 15a Application for Authority to Expend 10.00
Funds
12/08/03 15b Entry Authorizing Expenditure of Funds 70.21 5.00
500.00
12/08/03 cc Certified Copy 1.00
12/08/03 Receipt 217200 16.00
12/09/03 15a Application for Authority to Expend 10.00
Funds
12/09/03 15b Entry Authorizing Expenditure of Funds 179.34 5.00
140.15
12/09/03 cc Certified Copy 1.00
12/09/03 Receipt 217280 16.00
01/29/04 ci PHYSICAL INVENTORY 2003 .00
02/13/04 16k Notice to file Biennial Report 0002860 1.00
03/29/04 13k Notice to file Account 0002860 1.00
03/30/04 15a Application for Authority to Expend 10.00
Funds
03/30/04 15b Entry Authorizing Expenditure of Funds 375.00 5.00
03/30/04 cc Certified Copy 1.00
03/30/04 Receipt 223520 18.00
04/16/04 16m Citation to file Biennial report sent to guar 5.00
04/21/04 cs Certified Mail Sent 4.50
- Ruth L Witten 364982
04/21/04 cs Certified Mail Sent 4.50
- Michael S Marlin 364999
04/28/04 cr Certified Mail Returned .00
Ruth L Witten 364982
05/05/04 13m Citation to file Account sent to fidy 5.00
05/06/04 cs Certified Mail Sent 4.50
- Ruth L Witten 367938
05/06/04 cs Certified Mail Sent 4.50
- Michael S Marlin 367945
05/13/04 cr Certified Mail Returned .00
Completed to Michael Marlin 36 7945
05/18/04 22n Guardian's Report 5.00
05/18/04 Receipt 226342 33.00
05/26/04 cmw Certified Mail Returned/No Service .00
Ruth L Witten UNCLAIMED 367938
05/26/04 att Attachments .00
06/09/04 13a Fiduciary's Partial Account 12 22.00
06/09/04 13.1 Receipts and Disbursements .00
06/09/04 13.2 Assets Remaining in Fiduciary's Hands 7834.48 .00
06/09/04 ex Extra Pages 3.00
06/09/04 Receipt 227631 25.00
06/10/04 13e Entry Setting Hearing on Account .00
07/07/04 15a Application for Authority to Expend 10.00
Funds
07/07/04 15b Entry Authorizing Expenditure of Funds 600.00 5.00
07/07/04 cc Certified Copy 1.00
07/07/04 Receipt 229198 16.00
07/21/04 13h Judgment entry approving partial account .00
12/20/04 15a Application for Authority to Expend 10.00
Funds
12/20/04 15b Entry Authorizing Expenditure of Funds 500.00 5.00
12/20/04 Receipt 238610 15.00
04/15/05 17.8f Follow-up Investigator's Report .00
05/10/05 13k Notice to file Account 0002860 1.00
05/26/05 ci PHYSICAL INVENTORY 2005 .00
06/16/05 13m Citation to file Account sent to fidy 5.00
06/16/05 vcs Virtual Service Mail Sent 4.00
- Ruth Pearson 09327752
- Account
06/16/05 vcs Virtual Service Mail Sent 4.00
- Michael S Marlin 09327745
- Account
06/22/05 vcr Virtual Service Returned .00
- Michael S Marlin 09327745
- Account
06/28/05 vcr Virtual Service Returned .00
- Ruth Pearson 09327752
- Account
07/19/05 13a Fiduciary's Partial Account 13 22.00
07/19/05 13.1 Receipts and Disbursements .00
07/19/05 13.2 Assets Remaining in Fiduciary's Hands 6942.33 .00
07/19/05 ex Extra Pages 2.00
07/19/05 15a Application for Authority to Expend 10.00
Funds
07/19/05 15b Entry Authorizing Expenditure of Funds 5.00
07/19/05 Receipt 250362 53.00
07/20/05 13e Entry Setting Hearing on Account .00
08/30/05 13h Judgment entry approving partial account .00
09/08/05 sn ***************SEE NOTES*************** .00
11/04/05 15a Application for Authority to Expend 10.00
Funds
11/04/05 15b Entry Authorizing Expenditure of Funds 5.00
clothing 500.00
hospital bill 503.00
11/04/05 cc Certified Copy 1.00
11/04/05 Receipt 257025 16.00
04/07/06 15a Application for Authority to Expend 10.00
Funds
04/07/06 15b Entry Authorizing Expenditure of Funds 800.00 5.00
one time & monthly expenditure 600.00
04/07/06 cc Certified Copy 1.00
04/07/06 Receipt 266161 16.00
04/19/06 16k Notice to file Biennial Report 0002860 1.00
06/21/06 13k Notice to file Account 0002860 1.00
06/23/06 16m Citation to file Biennial report sent to guar 5.00
06/26/06 vcs Virtual Service Mail Sent 4.25
- Ruth Pearson 79528622
- Biennial Report
06/26/06 vcs Virtual Service Mail Sent 4.25
- Michael S Marlin 79528639
- Biennial Report
06/28/06 22n Guardian's Report 5.00
06/28/06 Receipt 270942 20.50
06/29/06 22ni Investigator Review of Guardian's Report .00
07/13/06 vcr Virtual Service Returned .00
- Ruth Pearson 79528622
- Biennial Report
07/13/06 vcr Virtual Service Returned .00
- Michael S Marlin 79528639
- Biennial Report
07/28/06 13m Citation to file Account sent to fidy 5.00
07/28/06 vcs Virtual Service Mail Sent 4.25
- Ruth Pearson 00000146
- Account
07/28/06 vcs Virtual Service Mail Sent 4.25
- Michael S Marlin 00000153
- Account
08/07/06 vcr Virtual Service Returned .00
- Michael S Marlin 0153
- Account
08/15/06 vcr Virtual Service Returned .00
- Ruth Pearson 0146
- Account
09/13/06 13a Fiduciary's Partial Account 14 22.00
09/13/06 13.1 Receipts and Disbursements .00
09/13/06 13.2 Assets Remaining in Fiduciary's Hands 22953.26 .00
09/13/06 Receipt 275419 35.50
09/14/06 13e Entry Setting Hearing on Account .00
09/21/06 15a Application for Authority to Expend 10.00
Funds
09/21/06 15b Entry Authorizing Expenditure of Funds 800.00 5.00
winter clothing & a radio
receipts to be filed within 30 days
09/21/06 cc Certified Copy 1.00
09/21/06 Receipt 275922 16.00
10/18/06 r Receipts .00
10/19/06 r Receipt .00
10/19/06 l LETTER: to Probate Ct from Ruth Pearson .00
10/25/06 13h Judgment entry approving partial account .00
02/09/07 ci PHYSICAL INVENTORY 2007 .00
04/10/07 15a Application for Authority to Expend 10.00
Funds
04/10/07 15b Entry Authorizing Expenditure of Funds 287.16 5.00
to purchase an Airpur & court costs 16.11
04/10/07 cc Certified Copy 1.00
04/10/07 Receipt 286851 16.00
08/14/07 13k Notice to file Account 0002860 1.00
09/20/07 13m Citation to file Account sent to fidy 5.00
09/20/07 vcos Certificate of Service for Virtual Mail .00
09/20/07 vcs Virtual Service Mail Sent 4.50
- RUTH PEARSON 62625
- Account
09/20/07 vcs Virtual Service Mail Sent 4.50
- MICHAEL S MARLIN 62632
- Account
10/01/07 vcr Virtual Service Returned .00
- RUTH PEARSON 62625
- Account
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/25/07 8ac Entry Continuing Citation Hearing For 11/29/2007 5.00
Account
10/25/07 dr Digital Record of Hearing WAR .00
10/25/2007 22A
Time: 9:48:39-10:20:41 a.m.
11/19/07 16a Application to Deposit Assets in Lieu of .00
Bond
11/19/07 16b Entry Ordering Deposit of Assets In Lieu 37000.00 5.00
of Bond Huntington
11/19/07 cc Certified Copy 1.00
11/19/07 Receipt 299374 26.00
11/26/07 16c Verification of Receipt or Deposit HNB .00
SAV ACCT #6720 37,000.00
11/26/07 13a Fiduciary's Partial Account 15 22.00
11/26/07 13.1 Receipts and Disbursements .00
11/26/07 13.2 Assets Remaining in Fiduciary's Hands 42810.16 .00
11/26/07 ex Extra Pages 1.00
11/26/07 Receipt 299635 23.00
11/27/07 13e Entry Setting Hearing on Account .00
12/07/07 cor Correspondence Received (NOT EVIDENCE) .00
Letter to Mr Marlin (Gdn) from the VA
requesting a copy of the Accounting
which was due April 8, 2007
01/07/08 13h Judgment entry approving partial account .00
04/23/08 1ca Application for Attorney Fees 5.00
04/23/08 1cb Entry Approving Attorney Fees 14460.00 5.00
Michael S. Marlin
04/23/08 fs Fee Schedule 6.00
04/23/08 cc Certified Copy 2.00
04/23/08 1cd Application for Fiduciary Fees 5.00
04/23/08 1ce Entry Approving Fiduciary Fees 20245.71 5.00
Ruth Witten Pearson
04/23/08 1cc Consent to Guardian Fees .00
Ruth Witten Pearson
04/23/08 fs Fee Schedule 2.00
04/23/08 cc Certified Copy 2.00
04/23/08 Receipt 307925 32.00
06/02/08 16k Notice to File 0002860 1.00
07/23/08 16a Application to Deposit Assets in Lieu of .00
Bond
07/23/08 16b Entry Ordering Deposit of Assets In Lieu 5.00
of Bond
Huntington National Bank 12000.00
07/23/08 cc Certified Copy 1.00
07/23/08 22n Guardian's Report 5.00
07/23/08 Receipt 313169 12.00
07/23/08 16c Verification of Receipt or Deposit HUNTINGTON .00
Acct. #6720 (Savings)
$12,000.00
07/23/08 13a Fiduciary's Partial Account 16 22.00
07/23/08 13.1 Receipts and Disbursements .00
07/23/08 13.2 Assets Remaining in Fiduciary's Hands 15765.38 .00
07/23/08 Receipt 313184 22.00
07/24/08 13e Entry Setting Hearing on Account .00
09/03/08 13h Judgment entry approving partial account .00
10/16/08 cc Certified Copy 3.00
- 3 Entries requested by atty
10/16/08 Receipt 318322 3.00
01/07/09 wc -Bill Pearson 22.00
WebCheck Fingerprinting
01/07/09 gi Guardianship Investigator's Expense 75.00
01/07/09 cb COST BILL .00
01/07/09 m Motion to Expedite .00
01/07/09 1e Entry Setting Hearing 01/13/2009 5.00
3:30 pm
01/07/09 17.0 Application for Appointment of Guardian 20.00
01/07/09 ge Entry Setting Hearing 01/13/2009 .00
3:30 pm
01/07/09 15.0 Next of Kin .00
01/07/09 15.1 Waiver of Notice .00
Keith Jackson
01/07/09 15.1 Waiver of Notice .00
Harvey Jackson, Wetzel Jackson, Sandra
Jackson, Pamela Carter, Karen Jackson
Hervie Jackson
01/07/09 15.2 Guardians Acceptance .00
01/07/09 15.2 Guardians Acceptance .00
01/07/09 15.3 Affidavit of Additional Information .00
01/07/09 15.4 Guardians Credibility Application .00
01/07/09 17ca Change of Address Information for .00
Guardianships
01/07/09 fw BCI&I Fingerprint Waiver .00
01/07/09 dc Death Certificate .00
01/07/09 Receipt 322769 144.00
01/08/09 gtd Guardianship Training Disk 1.00
01/08/09 Receipt 322841 1.00
01/08/09 dl Copy of Driver's License of: .00
Bill C. Pearson
Sheilah L. Jackson-James
01/12/09 17.8 Investigator's Report Eric Horvath .00
01/12/09 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/12/09 16.5 Court Investigator Record of Service Eric Horvath .00
01/12/09 aos Affidavit of Service 5.00
01/13/09 cb COST BILL .00
01/13/09 igf Indigent Guardianship Fund 30.00
01/13/09 adl Additional Letters of Authority 7.00
01/13/09 17d Magistrate's Decision Stone .00
Sheilah L. Jackson-james & Bill C.
Pearson be appointed successor co-
guardians of the estate & Ms Jackson-ex
01/13/09 ex James be appointed successor guardian .00
of the person, bond for the estate is
set at 102000.00
01/13/09 17b Notice To Attorneys and Parties .00
01/13/09 17c Findings of Fact .00
01/13/09 17n Entry Approving Magistrate's Decision 5.00
01/13/09 cos Certificate of Service .00
p/s to applicant, atty for applciant
ward
01/13/09 15.9 Oath of Guardian .00
01/13/09 15.9 Oath of Guardian .00
01/13/09 4.2 Fiduciary's Bond 102000.00 .00
RLI Surety CBS
Frank Duffy
01/13/09 bacb Bond Application for CBS Agency .00
01/13/09 att Attachments .00
creditability & signature pages
01/13/09 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
PEARSON, BILL C. (fidy)
01/13/09 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
JACKSON, SHEILAH L. (fidy)
01/13/09 Receipt 323148 57.00
01/13/09 fn Fingerprint Return No Hit .00
Jackson-James, Sheilah L.
01/13/09 dr Digital Record of Hearing TAS .00
01/13/2009 22-E
Time: 4:06:53 p.m.-4:15:36 p.m.
01/13/09 50n Entry Terminating and Dispensing With y .00
Final Account
PEARSON, RUTH (fidy)
01/23/09 4.2 Fiduciary's Bond 102000.00 .00
CBS
F Duffy
01/26/09 fn Fingerprint Return No Hit .00
Pearson, Bill Charles
02/04/09 11a Resignation of Fiduciary 5.00
Bill C. Pearson
02/04/09 e Entry accepting resignation upon the 5.00
appointment of a successor fiduciary
02/04/09 cc Certified Copy 1.00
02/04/09 Receipt 324398 11.00
02/17/09 e Entry-For good cause, the existing 5.00
fiduciary bonds are to be consolidated
in order to place both co-fiduciaries
onto a single bond in the amt $102000.00
02/20/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/31/09 1ca Application for Attorney Fees 5.00
03/31/09 1cb Entry Approving Attorney Fees 5.00
Michael S. Marlin 2940.00
03/31/09 1cc Consent to Attorney Fees .00
Sheliah Jackson, Bill Pearson
03/31/09 fs Fee Schedule .00
03/31/09 Receipt 327600 15.00
04/27/09 15a Application for Authority to Expend 10.00
Funds
04/27/09 15b Entry Authorizing Expenditure of Funds 530.38 5.00
rm & board, ct cost, food & trans., 250.00
utilities, cloths cleaning, 186.00
564.58, 270.00 1690.04
04/27/09 cc Certified Copy 1.00
04/27/09 Receipt 329239 16.00
04/29/09 13r Custodial Year End Report 2007 HNB .00
Acct #: 6720 SA 37182.46
04/29/09 13r Custodial Year End Report 2008 HNB .00
Acct #: 6720 SA 14929.81
05/26/09 11a Resignation of Fiduciary 5.00
Bill Pearson
05/26/09 11b Entry Accepting Resignation and Ordering 06/30/2009 5.00
Final Account
PEARSON, BILL C. (fidy)
05/26/09 Receipt 330808 10.00
05/26/09 cos Certificate of Service .00
Sheilah L. Jackson-James
06/02/09 13k Notice to File Account 0002860 1.00
06/02/09 50k Application to Amend Letters of .00
Authority
06/02/09 50l Entry Amending Letters of Authority 5.00
06/02/09 al Amended Letters of Authority .00
06/02/09 adl Additional Letters of Authority 1.00
06/02/09 Receipt 331174 7.00
06/08/09 15a Application for Authority to Expend 10.00
Funds
06/08/09 15b Entry Authorizing Expenditure of Funds 3000.00 5.00
1000.00
2500.00
103.48
06/08/09 att Attachments .00
06/08/09 Receipt 331579 15.00
06/26/09 1ca Application for Attorney Fees 5.00
06/26/09 1cb Entry Approving Attorney Fees 5.00
Michael S. Marlin 6680.00
06/26/09 1cc Consent to Attorney Fees .00
Sheilah L Jackson-James
06/26/09 fs Fee Schedule 5.00
06/26/09 cc Certified Copy 1.00
06/26/09 rc Resignation of Counsel .00
Michael S. Marlin
06/26/09 misc Acknowledgment .00
Sheilah Jackson-James
06/26/09 rce Entry Approving Resignation of Counsel 5.00
06/26/09 cc Certified Copy 1.00
06/26/09 Receipt 332746 22.00
06/26/09 13.5 Statement in Lieu of Final Account 01 22.00
PEARSON, BILL C. (fidy)
06/26/09 Receipt 332771 22.00
06/29/09 13e Entry Setting Hearing on Account .00
07/08/09 15a Application for Authority to Expend 10.00
Funds
07/08/09 15b Entry Authorizing Expenditure of Funds 300.00 5.00
birthday money, plus 5% commission fees 63.00
monthly starting the month of Jan 2009 16.00
throughout the guardianship
07/08/09 Receipt 333349 15.00
07/17/09 l LETTER: to William A. Downing from copy .00
Thomas A. Stone
07/17/09 l LETTER: to Magistrate Stone from copy .00
William A. Downing
07/17/09 att Attachments .00
07/20/09 cor Correspondence Received (NOT EVIDENCE) .00
07/28/09 app Application .00
Releasing RLI surety on a bond sum of
102000.00
07/28/09 1e Entry Setting Hearing 09/02/2009 5.00
PEARSON, BILL C. (fidy)
07/28/09 Receipt 334520 5.00
07/31/09 4.2 Fiduciary's Bond 100200.00 .00
State Farm
07/31/09 poa Power of Attorney .00
Susan Wagoner
07/31/09 15a Application for Authority to Expend 10.00
Funds
07/31/09 15b Entry Authorizing Expenditure of Funds 5.00
state farm insurance, filing fees, 16.00
summer clothes, 374.00
300.00
07/31/09 cc Certified Copy 1.00
07/31/09 Receipt 334754 16.00
08/03/09 e Entry Releasing RLI Insurance Co as 5.00
bonding company in this matter is
approved, therefore hearing on 09/02/09
at 8:30 am is dismissed bypass
08/03/09 att Attachments .00
08/03/09 cos Certificate of Service .00
08/10/09 13i Judgment Entry Approving Final Account .00
10/15/09 16a Application to Deposit Assets in Lieu of .00
Bond
10/15/09 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 2000.00
10/15/09 15a Application for Authority to Expend 10.00
Funds
10/15/09 15b Entry Authorizing Expenditure of Funds 4000.00 5.00
fall & winter clothing, vacation
birthday gifts for Nephew & Niece
Christmas money
10/15/09 att Attachments .00
10/15/09 cc Certified Copy 1.00
10/15/09 Receipt 339194 26.00
12/15/09 13k Notice to File Account 0002860 1.00
12/15/09 16k Notice to File 0002860 1.00
12/21/09 l LETTER: From Michael Marlin to Court .00
01/27/10 17.1e stat .00
- Disp/w from previous gdn
01/27/10 13n Application to Extend Time to File .00
Account
01/27/10 13o Entry Extending Time to File Account 02/26/2010 5.00
01/27/10 Receipt 344853 7.00
03/08/10 22n Guardian's Report 5.00
03/08/10 13n Application to Extend Time to File .00
Account
03/08/10 13o Entry Extending Time to File Account 03/22/2010 5.00
03/08/10 Receipt 347284 10.00
03/22/10 13a Fiduciary's Partial Account 01 22.00
03/22/10 13.1 Receipts and Disbursements .00
03/22/10 13.2 Assets Remaining in Fiduciary's Hands 33584.11 .00
03/22/10 ex Extra Pages 2.00
03/22/10 Receipt 348165 24.00
03/22/10 nc Notice of Change of Address of: .00
Ward-4539 Ellery Dr.
Columbus OH 43227 614.975.2149
03/23/10 13e Entry Setting Hearing on Account .00
03/30/10 Pay out made through bookkeeper # 0000039732 .00
ACCT #: 000000000111 22.00
03/30/10 100.1 Payout Issued 22.00
Refund Webcheck Fee to to Atty.
Michael Marlin- prints not done here
04/05/10 l LETTER: .00
From Charles Moore, veterans service
center
04/05/10 att Attachments .00
04/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/23/10 15a Application for Authority to Expend 10.00
Funds
04/23/10 15b Entry Authorizing Expenditure of Funds 8320.00 5.00
Misc vacation , clothing, b-day
personal needs, room and board, misc
04/23/10 att Attachments .00
04/23/10 cc Certified Copy 1.00
04/23/10 Receipt 350183 16.00
04/27/10 22ni Investigator Review of Guardian's Report .00
04/28/10 cor Correspondence Received (NOT EVIDENCE) .00
Dept of Veterans Affairs
05/03/10 13h Judgment Entry Approving Partial Account .00
05/03/10 13r Custodial Year End Report 2009 HNB .00
16944.75
05/13/10 l LETTER: .00
Charles MOore
05/13/10 att Attachments .00
06/14/10 l LETTER: to Sheilah James from Charles .00
L. Moore
01/13/11 13a Fiduciary's Partial Account 2 22.00
01/13/11 13.1 Receipts and Disbursements .00
01/13/11 13.2 Assets Remaining in Fiduciary's Hands 46303.18 .00
01/13/11 ex Extra Pages 1.00
01/13/11 cc Certified Copy 1.00
01/13/11 Receipt 365851 24.00
01/14/11 13e Entry Setting Hearing on Account .00
01/20/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/09/11 16k Notice to File Sent To fidy 1.00
02/22/11 16a Application to Deposit Assets in Lieu of .00
Bond
02/22/11 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 25976.40
002
02/22/11 cc Certified Copy 1.00
02/22/11 22n Guardian's Report 5.00
02/22/11 Receipt 368091 12.00
02/23/11 16c Verification of Receipt or Deposit PNC .00
25976.40
002 Y
02/24/11 22ni Investigator Review of Guardian's Report .00
02/28/11 13h Judgment Entry Approving Partial Account .00
03/03/11 l LETTER: to Sheilah James from Charles .00
L. Moore
06/07/11 13r Custodial Year End Report 2010 HNB .00
16954.27
12/14/11 13k Notice to File Account Sent To fidy 1.00
01/17/12 13n Application to Extend Time to File .00
Account
01/17/12 13o Entry Extending Time to File Account 01/31/2012 5.00
01/17/12 Receipt 387316 6.00
01/24/12 16k Notice to File Sent To fidy 1.00
01/31/12 22n Guardian's Report 5.00
01/31/12 13a Fiduciary's Partial Account 03 22.00
01/31/12 13.1 Receipts and Disbursements .00
01/31/12 13.2 Assets Remaining in Fiduciary's Hands 27209.04 .00
01/31/12 ex Extra Pages 3.00
01/31/12 16a Application to Deposit Assets in Lieu of .00
Bond
01/31/12 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 2000.00
003
01/31/12 cc Certified Copy 2.00
01/31/12 Receipt 388213 38.00
01/31/12 15a Application for Authority to Expend 10.00
Funds
01/31/12 15b Entry Authorizing Expenditure of Funds 1065.03 5.00
chair, health care, Terminix, court
costs
receipts to be filed before another
01/31/12 ex expenditure. .00
01/31/12 cc Certified Copy 1.00
01/31/12 Receipt 388214 16.00
02/01/12 13e Entry Setting Hearing on Account .00
02/01/12 16c Verification of Receipt or Deposit HNB .00
2000.00
003 Y
02/17/12 22ni Investigator Review of Guardian's Report .00
03/07/12 13r Custodial Year End Report 2011 PNC .00
26008.43
03/13/12 13h Judgment Entry Approving Partial Account .00
03/15/12 cor Correspondence Received (NOT EVIDENCE) .00
- Letter from VA sent to Guardian,
Sheilah James
05/01/12 13r Custodial Year End Report 2011 HNB .00
16962.04
09/17/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/12/12 16a Application to Deposit Assets in Lieu of .00
Bond
12/12/12 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 3000.00
004
12/12/12 cc Certified Copy 1.00
12/12/12 Receipt 406643 6.00
12/19/12 16c Verification of Receipt or Deposit HNB .00
3000.00
004 Y
01/02/13 16k Notice to File Sent To fidy 1.00
01/02/13 13k Notice to File Account Sent To fidy 1.00
01/11/13 22n Guardian's Report 5.00
01/11/13 Receipt 408164 7.00
01/31/13 13r Custodial Year End Report 2012 PNC .00
26028.77
02/13/13 16a Application to Deposit Assets in Lieu of .00
Bond
02/13/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 15800.00
005
02/13/13 cc Certified Copy 2.00
02/13/13 Receipt 410089 7.00
02/15/13 13a Fiduciary's Partial Account 04 22.00
02/15/13 13.1 Receipts and Disbursements .00
Assets Remaining 60730.04
02/15/13 ex Extra Pages 1.00
02/15/13 Receipt 410281 23.00
02/15/13 cor Correspondence Received (NOT EVIDENCE) .00
02/15/13 misc Representative Payee on Social Security .00
02/19/13 13e Entry Setting Hearing on Account .00
02/25/13 16c Verification of Receipt or Deposit PNC .00
15800.00
005 Y
03/14/13 1cd Application for Fiduciary Fees 5.00
03/14/13 1ce Entry Approving Fiduciary Fees 5.00
Sheilah Jackson-James 11587.14
03/14/13 fs Fee Schedule .00
03/14/13 cc Certified Copy 1.00
03/14/13 Receipt 411818 11.00
03/18/13 13r Custodial Year End Report 2012 HNB .00
21967.13
03/19/13 22ni Investigator Review of Guardian's Report .00
04/01/13 13h Judgment Entry Approving Partial Account .00
12/17/13 16k Notice to File Sent To fidy 1.00
01/22/14 13k Notice to File Account Sent To fidy 1.00
01/28/14 13r Custodial Year End Report 2013 HNB .00
6168.83
02/13/14 22n Guardian's Report 5.00
02/13/14 Receipt 430221 7.00
02/19/14 13a Fiduciary's Partial Account 05 22.00
02/19/14 13.1 Receipts and Disbursements .00
02/19/14 13.2 Assets Remaining in Fiduciary's Hands 9721.20 .00
02/19/14 ex Extra Pages 2.00
02/19/14 1cd Application for Fiduciary Fees 5.00
02/19/14 1ce Entry Approving Fiduciary Fees 1728.29 5.00
Sheilah Jackson-James
02/19/14 fs Fee Schedule .00
02/19/14 Receipt 430487 34.00
02/20/14 13e Entry Setting Hearing on Account .00
03/07/14 22ni Investigator Review of Guardian's Report .00
03/20/14 13r Custodial Year End Report 2013 PNC .00
41857.43
04/02/14 13h Judgment Entry Approving Partial Account .00
04/07/14 2.2 Waiver of Notice VA waivied noatice on .00
an Accounting and Fees
04/07/14 c Copy .05
04/07/14 Receipt 433234 .05
08/07/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/14/15 16k Notice to File Sent To fidy 1.00
01/21/15 13k Notice to File Account Sent To fidy 1.00
01/22/15 13r Custodial Year End Report 2014 PNC .00
41885.40
02/23/15 22n Guardian's Report 5.00
02/23/15 1cd Application for Fiduciary Fees 5.00
02/23/15 1ce Entry Approving Fiduciary Fees 1717.00 5.00
Sheilah Jackson-James
02/23/15 fs Fee Schedule .00
02/23/15 13a Fiduciary's Partial Account 06 22.00
02/23/15 13.1 Receipts and Disbursements .00
02/23/15 13.2 Assets Remaining in Fiduciary's Hands 11399.36 .00
+ cust
02/23/15 ex Extra Pages 1.00
02/23/15 Receipt 450534 40.00
02/24/15 13e Entry Setting Hearing on Account .00
03/02/15 22ni Investigator Review of Guardian's Report .00
03/19/15 13r Custodial Year End Report 2014 HNB .00
6170.07
04/06/15 13h Judgment Entry Approving Partial Account .00
05/06/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/26/16 13k Notice to File Account Sent To fidy 1.00
01/26/16 16k Notice to File Sent To fidy 1.00
02/16/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/29/16 dec Ward Deceased per letter to court from .00
Guardian Sheilah L Jackson-James
02/29/16 dc Death Certificate 10/14/2015 .00
- Sherwin Sebaston Jackson
02/29/16 e Entry authorizing the release of the 5.00
checking Acct and savings Acct @ HNB
to the Beneficiary - POD Accnts
Totaling $16.082.72
02/29/16 13c Fiduciary's Final Account (Keep Open) 07 22.00
- for the Termination of the Custodial
Account once the court has an appointed
beneficiary for the Est. of Sherwin
02/29/16 ex - Jackson, Deceased .00
Receipts and Disbursments
Balance Remaining - 16,082.72 POD cking 57,998.70
and savings only. Cust. acct 41,915.98 need Term.
02/29/16 cc Certified Copy 1.00
02/29/16 Receipt 471112 30.00
03/01/16 13e Entry Setting Hearing on Account .00
03/04/16 13r Custodial Year End Report 2015 PNC .00
41918.58
04/11/16 13j Judgment Entry Approving Final Account .00
(Keep Open)
06/15/16 13r Custodial Year End Report 2015 HNB .00
6171.30
06/15/16 13x Custodial Year End Report 2016 HNB .00
0.00
08/12/16 99 Case Closed .00
08/12/16 dp Docket Page .00
08/15/17 op Entry Re-Opening Case 5.00
08/15/17 m Motion .00
08/15/17 nc Notice of Change of Address of: .00
GDN and Ward
08/15/17 m Motion .00
08/15/17 Receipt 501306 5.00
09/19/17 13k Notice to File Account Sent To fidy 1.00
09/22/17 13r Custodial Year End Report 2016 PNC .00
41949.25
10/11/17 cc Certified Copy 1.00
10/11/17 Receipt 504468 2.00
10/27/17 misc Citation to Appear .00
10/27/17 vcos Certificate of Service for Virtual Mail .00
10/27/17 vcs Virtual Service Mail Sent .00
Sheilah L Jackson James 162639
costs removed
10/31/17 dcr Request to Remove Costs from Docket .00
- 10.35
10/31/17 99 Case Closed .00
10/31/17 dp Docket Page .00
07/11/18 op - stat only .00
07/11/18 13x Custodial Year End Report 2017 PNC .00
0.00
07/11/18 99 Case Closed .00
BALANCE DUE .00
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